Vice President, Portfolio Finance
Vice President, Portfolio Finance

Vice President, Portfolio Finance

Full-Time 80000 - 120000 £ / year (est.) No home office possible
The Carlyle Group

At a Glance

  • Tasks: Lead and execute innovative portfolio finance transactions in a dynamic investment environment.
  • Company: Join Carlyle AlpInvest, a global leader in private markets with a collaborative culture.
  • Benefits: Competitive salary, professional development, and opportunities to mentor junior team members.
  • Why this job: Be part of a market-leading platform in fast-growing private credit segments.
  • Qualifications: 4-8 years in portfolio finance or private credit; strong financial modelling skills required.
  • Other info: Exciting opportunity for career growth in a flat team structure.

The predicted salary is between 80000 - 120000 £ per year.

Carlyle AlpInvest is one of the largest private markets investors globally with over $102 billion AUM and more than 120 investment professionals. With offices in New York, London, Amsterdam, Hong Kong, Singapore, and Tokyo, Carlyle AlpInvest operates three closely integrated investment strategies: (i) Primary Fund Investments platform commits capital to new private equity and private credit funds, (ii) Co-Investments platform provides capital for direct investments alongside our relationship sponsors, and (iii) Secondary & Portfolio Finance platform provides liquidity solutions through a broad range of secondary and financing transactions.

Carlyle AlpInvest’s Secondary and Portfolio Finance team spans the globe and boasts decades of investment expertise and experience through market cycles. Having committed over $45 billion across more than 250 Secondary and Portfolio Finance investments over the last 25 years, we have significant experience in partnering with owners and managers of private equity and private credit funds across a broad range of liquidity solutions.

Our collaborative approach leverages our Primary Fund Investments and Co-Investments capabilities to deliver sourcing and information advantages from a universe of nearly 400 relationship sponsors globally, supporting our strategic relationship angle across the Secondary and Portfolio Finance markets. Carlyle AlpInvest is currently investing its $20 billion AlpInvest Secondary Program VIII and manages one of the largest dedicated Portfolio Finance funds, having raised $3.2 billion for AlpInvest Strategic Portfolio Finance Program II at its hard cap in Q2 2025.

Carlyle AlpInvest is seeking to hire a Vice President within its Secondary and Portfolio Finance team focused on Portfolio Finance and Credit Secondary investments. Since 2018, Carlyle AlpInvest’s Secondaries and Portfolio Finance platform has provided credit-oriented capital solutions to sponsors and owners of private equity and credit assets. Carlyle AlpInvest provides a range of NAV-based loans, preferred equity and structured equity financings for private equity and credit funds, GP management companies and LP portfolios. Carlyle AlpInvest also pursues a broad range of credit secondary investments including continuation funds, strategic GP solutions and LP credit secondary purchases.

This hire will be a key member of the investment team working in a flat team environment directly with senior investment professionals. Key job functions include:

  • Lead evaluation, structuring and execution of transactions within this fast-growing segment of the private capital market
  • Manage due diligence process, including leveraging third-party resources and interacting with sponsors
  • Develop and mentor junior investment professionals
  • Determine appropriate valuations, legal/tax structures and capital structures
  • Prepare memos and recommendations for investment committee
  • Negotiate legal documentation and financing documents
  • Prepare periodic investor updates and support Portfolio Finance fundraising activities

Requirements

Education & Certificates

  • Bachelor’s degree required; Master’s degree is a plus

Professional Experience

  • The target candidate will have a minimum of 4 and up to 8 years of experience, with prior experience in portfolio finance, private credit and/or credit secondaries.
  • Successful candidates will be team players with the confidence to interact with external counterparties through frequent direct interaction and ability to thrive in a fast-paced and entrepreneurial environment.
  • The target candidate’s background will include:
  • Strong familiarity with private equity and/or credit investments
  • Previous experience in structuring and executing private credit investments, with preference for candidates with experience within portfolio finance and/or credit secondaries
  • Advanced financial modelling capability, including the ability to work without templates to interpret financial metrics when analyzing investment opportunities
  • Excellent verbal and written communication skills

Vice President, Portfolio Finance employer: The Carlyle Group

Carlyle AlpInvest is an exceptional employer, offering a dynamic work environment that fosters collaboration and innovation within the fast-paced realm of private markets. With a strong commitment to employee growth, team members benefit from mentorship opportunities and direct interaction with senior professionals, all while being part of a globally recognised firm that values strategic relationships and diverse investment strategies. Located in key financial hubs, employees enjoy access to a wealth of resources and networking opportunities, making it an ideal place for those seeking meaningful and rewarding careers in finance.
The Carlyle Group

Contact Detail:

The Carlyle Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Vice President, Portfolio Finance

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance world, especially those who have experience with private equity and credit investments. A friendly chat can lead to insider info about job openings that aren't even advertised yet.

✨Tip Number 2

Prepare for interviews by brushing up on your financial modelling skills. Be ready to discuss how you've structured and executed transactions in the past. We want to see your confidence shine through when you talk about your experience!

✨Tip Number 3

Showcase your collaborative spirit! During interviews, highlight examples of how you've worked with teams to achieve goals. Carlyle AlpInvest values teamwork, so let them know you're all about supporting your colleagues and mentoring juniors.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the Carlyle AlpInvest family. Let's get you that dream job!

We think you need these skills to ace Vice President, Portfolio Finance

Portfolio Finance
Private Credit
Credit Secondaries
Transaction Structuring
Due Diligence Management
Valuation Determination
Legal Documentation Negotiation
Financial Modelling
Communication Skills
Team Collaboration
Investor Relations
Capital Structure Analysis
Mentoring and Development of Junior Professionals
Fast-Paced Environment Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Vice President role. Highlight your experience in portfolio finance and private credit, and don’t forget to showcase any relevant achievements that align with what Carlyle AlpInvest is looking for.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the team. Mention specific experiences that demonstrate your ability to lead evaluations and manage due diligence processes.

Showcase Your Communication Skills: Since excellent verbal and written communication skills are key for this role, make sure your application reflects that. Keep your language clear and professional, and ensure there are no typos or grammatical errors.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Carlyle AlpInvest!

How to prepare for a job interview at The Carlyle Group

✨Know Your Numbers

Make sure you brush up on your financial modelling skills and be ready to discuss specific metrics related to portfolio finance and credit investments. Being able to interpret financial data without relying on templates will show your expertise and confidence.

✨Showcase Your Experience

Prepare to share detailed examples from your previous roles that highlight your experience in structuring and executing private credit investments. Use the STAR method (Situation, Task, Action, Result) to clearly articulate your contributions and successes.

✨Engage with the Team

Since this role involves working closely with senior investment professionals, demonstrate your collaborative spirit. Be prepared to discuss how you've mentored junior team members or worked in flat team environments, showcasing your ability to thrive in a team-oriented setting.

✨Ask Insightful Questions

Prepare thoughtful questions about Carlyle AlpInvest’s strategies and recent market trends. This not only shows your interest in the company but also your understanding of the industry, which is crucial for a Vice President role in Portfolio Finance.

Vice President, Portfolio Finance
The Carlyle Group

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